Chase Accounts Do Not Update With One Step Update - Requires Updating with "Update Now"

bobandsherry82

For the past couple of weeks my Chase accounts are not updating when I run "One Step" update. All other accounts download transactions, but not my Chase accounts. Not sure if this occurred after an update or not.

Instead, I have to select one of my Chase accounts and do an "Update Now", transaction details are then downloaded. I have checked my One Step Update Settings and accounts are all checked, so they should update (as they have been previously). Anyone else having similar issues and/or a solution?

Quicken Anja

Hello @bobandsherry82,

To start with, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

1. Navigate to Edit
2. Preferences...
3. Quicken ID & Cloud accounts
4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
5. Follow the prompts to Sign Out
6. Sign back in using your Quicken ID (email) and password

Once that is done, see if the issue still continues to persist.

Let us know how it goes!